294 is the total number of securities FINANCIAL CONSULATE, INC has owned. The longest FINANCIAL CONSULATE, INC has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHF | SCHWAB STRATEGIC TR | 36 | 36 | 0.70% | 7.52% | 19.47% | Q4 2014 | Q3 2023 | 36 |
SCHM | SCHWAB STRATEGIC TR | 36 | 36 | 3.27% | 6.36% | 13.13% | Q4 2014 | Q3 2023 | 36 |
SCHB | SCHWAB STRATEGIC TR | 36 | 36 | 1.02% | 5.16% | 16.93% | Q4 2014 | Q3 2023 | 36 |
IVV | ISHARES TR | 36 | 36 | 0.42% | 1.54% | 3.48% | Q4 2014 | Q3 2023 | 36 |
SCHO | SCHWAB STRATEGIC TR | 36 | 36 | 0.15% | 1.27% | 13.74% | Q4 2014 | Q3 2023 | 36 |
SCHZ | SCHWAB STRATEGIC TR | 36 | 36 | 0.16% | 0.79% | 3.35% | Q4 2014 | Q3 2023 | 36 |
AGG | ISHARES TR | 36 | 36 | 0.36% | 0.79% | 2.92% | Q4 2014 | Q3 2023 | 36 |
IJH | ISHARES TR | 36 | 36 | 0.20% | 0.44% | 1.05% | Q4 2014 | Q3 2023 | 36 |
SCHX | SCHWAB STRATEGIC TR | 34 | 1 | 2.26% | 10.23% | 20.10% | Q4 2014 | Q3 2023 | 35 |
ITOT | ISHARES TR | 35 | 35 | 0.17% | 0.74% | 1.30% | Q1 2015 | Q3 2023 | 35 |
MKC | MCCORMICK & CO INC | 34 | 34 | 3.83% | 5.60% | 8.01% | Q4 2014 | Q1 2023 | 34 |
AAPL | APPLE INC | 34 | 34 | 1.19% | 3.25% | 5.65% | Q4 2014 | Q1 2023 | 34 |
MCD | MCDONALDS CORP | 34 | 34 | 0.59% | 0.90% | 1.33% | Q4 2014 | Q1 2023 | 34 |
PNC | PNC FINL SVCS GROUP INC | 34 | 34 | 0.43% | 0.69% | 0.89% | Q4 2014 | Q1 2023 | 34 |
T | AT&T INC | 34 | 34 | 0.15% | 0.52% | 1.60% | Q4 2014 | Q1 2023 | 34 |
KMB | KIMBERLY-CLARK CORP | 34 | 34 | 0.22% | 0.34% | 0.99% | Q4 2014 | Q1 2023 | 34 |
ACNB | ACNB CORP | 34 | 34 | 0.18% | 0.31% | 0.50% | Q4 2014 | Q1 2023 | 34 |
VZ | VERIZON COMMUNICATIONS... | 34 | 34 | 0.14% | 0.28% | 0.49% | Q4 2014 | Q1 2023 | 34 |
JPM | JPMORGAN CHASE & CO | 34 | 34 | 0.16% | 0.25% | 0.33% | Q4 2014 | Q1 2023 | 34 |
EXC | EXELON CORP | 30 | 4 | 0.10% | 0.17% | 0.26% | Q4 2014 | Q2 2023 | 34 |
BNDX | VANGUARD CHARLOTTE FDS | 33 | 33 | 0.21% | 0.50% | 0.94% | Q3 2015 | Q3 2023 | 33 |
PG | PROCTER & GAMBLE CO | 31 | 2 | 0.17% | 0.38% | 0.59% | Q4 2014 | Q1 2023 | 33 |
BRKB | BERKSHIRE HATHAWAY INC... | 32 | 1 | 0.22% | 0.32% | 0.44% | Q4 2014 | Q1 2023 | 33 |
CSX | CSX CORP | 32 | 1 | 0.16% | 0.30% | 0.47% | Q4 2014 | Q1 2023 | 33 |
MTB | M & T BK CORP | 33 | 33 | 0.08% | 0.23% | 0.40% | Q4 2014 | Q4 2022 | 33 |
CWI | SPDR INDEX SHS FDS | 32 | 32 | 0.45% | 3.69% | 10.22% | Q4 2015 | Q3 2023 | 32 |
XOM | EXXON MOBIL CORP | 26 | 6 | 0.08% | 0.48% | 1.05% | Q4 2014 | Q1 2023 | 32 |
SCHD | SCHWAB STRATEGIC TR | 26 | 5 | 0.09% | 1.49% | 5.03% | Q4 2015 | Q3 2023 | 31 |
MSFT | MICROSOFT CORP | 31 | 31 | 0.47% | 1.11% | 2.02% | Q3 2015 | Q1 2023 | 31 |
SCHR | SCHWAB STRATEGIC TR | 17 | 13 | 0.19% | 3.72% | 9.07% | Q4 2014 | Q3 2023 | 30 |
JNJ | JOHNSON & JOHNSON | 30 | 30 | 0.14% | 0.24% | 0.37% | Q4 2015 | Q1 2023 | 30 |
SCHC | SCHWAB STRATEGIC TR | 27 | 2 | 0.72% | 2.04% | 3.28% | Q4 2015 | Q3 2023 | 29 |
PATK | PATRICK INDS INC | 29 | 29 | 0.59% | 1.11% | 2.18% | Q1 2016 | Q1 2023 | 29 |
IXUS | ISHARES TR | 26 | 3 | 0.16% | 0.52% | 0.78% | Q4 2015 | Q2 2023 | 29 |
FAST | FASTENAL CO | 27 | 27 | 0.14% | 0.27% | 0.89% | Q3 2016 | Q1 2023 | 27 |
ALLY | ALLY FINL INC | 26 | 26 | 0.26% | 0.98% | 1.69% | Q1 2017 | Q2 2023 | 26 |
LMT | LOCKHEED MARTIN CORP | 26 | 26 | 0.42% | 0.57% | 0.80% | Q4 2016 | Q1 2023 | 26 |
HPE | HEWLETT PACKARD ENTERP... | 24 | 2 | 0.26% | 0.47% | 1.15% | Q4 2015 | Q1 2023 | 26 |
GE | GENERAL ELECTRIC CO | 26 | 26 | 0.05% | 0.24% | 1.41% | Q4 2014 | Q1 2021 | 26 |
IWF | ISHARES TR | 24 | 1 | 0.13% | 0.34% | 1.15% | Q4 2016 | Q3 2023 | 25 |
GOOG | ALPHABET INC | 25 | 25 | 0.14% | 0.28% | 0.55% | Q1 2017 | Q1 2023 | 25 |
CVX | CHEVRON CORP NEW | 15 | 1 | 0.12% | 0.17% | 0.22% | Q4 2014 | Q1 2023 | 25 |
VTI | VANGUARD INDEX FDS | 22 | 2 | 0.09% | 0.71% | 1.78% | Q4 2014 | Q3 2023 | 24 |
SCZ | ISHARES TR | 22 | 2 | 0.11% | 0.21% | 0.46% | Q4 2015 | Q2 2022 | 24 |
SPLG | SPDR SER TR | 23 | 23 | 0.36% | 0.88% | 1.70% | Q1 2018 | Q3 2023 | 23 |
SPMD | SPDR SER TR | 23 | 23 | 0.25% | 0.58% | 1.41% | Q1 2018 | Q3 2023 | 23 |
MRK | MERCK & CO. INC | 23 | 23 | 0.16% | 0.28% | 0.45% | Q3 2017 | Q1 2023 | 23 |
MA | MASTERCARD INCORPORATED | 23 | 23 | 0.11% | 0.25% | 0.43% | Q3 2017 | Q1 2023 | 23 |
VOO | VANGUARD INDEX FDS | 23 | 23 | 0.12% | 0.24% | 0.38% | Q1 2018 | Q3 2023 | 23 |
MKCV | MCCORMICK & CO INC | 21 | 1 | 0.11% | 0.19% | 0.41% | Q2 2016 | Q1 2023 | 23 |
ACWI | ISHARES TR | 23 | 23 | 0.08% | 0.17% | 1.44% | Q4 2017 | Q2 2023 | 23 |
SPYG | SPDR SER TR | 15 | 7 | 0.08% | 3.54% | 8.91% | Q1 2018 | Q3 2023 | 22 |
SPDW | SPDR INDEX SHS FDS | 22 | 22 | 0.48% | 0.96% | 1.31% | Q1 2018 | Q2 2023 | 22 |
GWX | SPDR INDEX SHS FDS | 19 | 3 | 0.13% | 0.21% | 0.32% | Q1 2018 | Q3 2023 | 22 |
UAA | UNDER ARMOUR INC | 11 | 1 | 0.03% | 0.20% | 0.62% | Q4 2014 | Q1 2023 | 22 |
GOOGL | ALPHABET INC | 22 | 22 | 0.10% | 0.17% | 0.26% | Q4 2017 | Q1 2023 | 22 |
UNH | UNITEDHEALTH GROUP INC | 22 | 22 | 0.10% | 0.16% | 0.27% | Q4 2017 | Q1 2023 | 22 |
BDX | BECTON DICKINSON & CO | 22 | 22 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q1 2023 | 22 |
HMC | HONDA MOTOR LTD | 21 | 21 | 1.33% | 1.88% | 2.86% | Q1 2015 | Q1 2020 | 21 |
RSG | REPUBLIC SVCS INC | 17 | 4 | 0.07% | 0.16% | 0.24% | Q2 2016 | Q1 2022 | 21 |
GMF | SPDR INDEX SHS FDS | 20 | 20 | 0.80% | 1.27% | 3.54% | Q4 2018 | Q3 2023 | 20 |
FNDX | SCHWAB STRATEGIC TR | 19 | 1 | 0.28% | 1.06% | 2.21% | Q4 2014 | Q4 2019 | 20 |
UPS | UNITED PARCEL SERVICE INC | 20 | 20 | 0.12% | 0.62% | 0.82% | Q2 2018 | Q1 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 0.11% | 0.43% | 0.67% | Q2 2018 | Q1 2023 | 20 |
AERI | AERIE PHARMACEUTICALS INC | 20 | 20 | 0.06% | 0.30% | 0.67% | Q4 2015 | Q3 2020 | 20 |
V | VISA INC | 17 | 3 | 0.10% | 0.26% | 0.48% | Q1 2018 | Q1 2023 | 20 |
TJX | TJX COS INC NEW | 20 | 20 | 0.14% | 0.24% | 0.56% | Q2 2018 | Q1 2023 | 20 |
SLYG | SPDR SER TR | 19 | 19 | 1.26% | 3.50% | 8.85% | Q1 2019 | Q3 2023 | 19 |
IJT | ISHARES TR | 19 | 19 | 0.26% | 0.48% | 0.68% | Q1 2019 | Q3 2023 | 19 |
HD | HOME DEPOT INC | 17 | 2 | 0.09% | 0.19% | 0.27% | Q2 2018 | Q1 2023 | 19 |
SPYD | SPDR SER TR | 19 | 19 | 0.09% | 0.14% | 0.21% | Q1 2019 | Q3 2023 | 19 |
SLVP | ISHARES INC | 18 | 18 | 0.68% | 1.21% | 2.30% | Q4 2015 | Q1 2020 | 18 |
SPGM | SPDR INDEX SHS FDS | 17 | 1 | 0.16% | 0.88% | 6.57% | Q4 2018 | Q3 2023 | 18 |
SCHP | SCHWAB STRATEGIC TR | 18 | 18 | 0.18% | 0.35% | 0.73% | Q4 2014 | Q1 2019 | 18 |
DHR | DANAHER CORPORATION | 17 | 1 | 0.12% | 0.25% | 0.40% | Q3 2018 | Q1 2023 | 18 |
WBA | WALGREENS BOOTS ALLIAN... | 18 | 18 | 0.09% | 0.22% | 0.31% | Q4 2014 | Q1 2019 | 18 |
COST | COSTCO WHSL CORP NEW | 17 | 1 | 0.10% | 0.17% | 0.25% | Q3 2018 | Q1 2023 | 18 |
SLV | ISHARES SILVER TRUST | 17 | 17 | 0.98% | 2.09% | 5.51% | Q4 2014 | Q4 2018 | 17 |
DOCU | DOCUSIGN INC | 17 | 17 | 0.31% | 0.89% | 1.68% | Q1 2019 | Q1 2023 | 17 |
FNDA | SCHWAB STRATEGIC TR | 17 | 17 | 0.22% | 0.44% | 0.86% | Q4 2014 | Q4 2018 | 17 |
FB | META PLATFORMS INC | 9 | 2 | 0.08% | 0.14% | 0.20% | Q1 2017 | Q4 2021 | 17 |
PEP | PEPSICO INC | 12 | 2 | 0.08% | 0.10% | 0.13% | Q2 2018 | Q1 2023 | 17 |
RWO | SPDR INDEX SHS FDS | 16 | 16 | 0.48% | 0.93% | 1.58% | Q4 2014 | Q3 2018 | 16 |
VO | VANGUARD INDEX FDS | 16 | 16 | 0.17% | 0.38% | 0.97% | Q1 2016 | Q4 2019 | 16 |
SLB | SCHLUMBERGER LTD | 16 | 16 | 0.13% | 0.25% | 0.38% | Q4 2014 | Q3 2018 | 16 |
VGT | VANGUARD WORLD FDS | 16 | 16 | 0.16% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
CSCO | CISCO SYS INC | 16 | 16 | 0.07% | 0.17% | 0.24% | Q1 2019 | Q4 2022 | 16 |
TRHC | TABULA RASA HEALTHCARE... | 16 | 16 | 0.11% | 0.15% | 0.28% | Q3 2017 | Q2 2021 | 16 |
XLY | SELECT SECTOR SPDR TR | 16 | 16 | 0.10% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 16 |
VHT | VANGUARD WORLD FDS | 16 | 16 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
ABT | ABBOTT LABS | 16 | 16 | 0.09% | 0.12% | 0.15% | Q2 2019 | Q1 2023 | 16 |
TURN | 180 DEGREE CAP CORP | 15 | 15 | 0.93% | 1.82% | 2.44% | Q1 2017 | Q3 2020 | 15 |
SCHA | SCHWAB STRATEGIC TR | 14 | 1 | 0.20% | 0.99% | 1.62% | Q4 2014 | Q1 2019 | 15 |
VGSH | VANGUARD SCOTTSDALE FDS | 15 | 15 | 0.12% | 0.53% | 1.89% | Q4 2014 | Q2 2018 | 15 |
SPTI | SPDR SER TR | 14 | 14 | 0.12% | 0.28% | 0.46% | Q3 2019 | Q4 2022 | 14 |
WSBC | WESBANCO INC | 14 | 14 | 0.10% | 0.13% | 0.18% | Q4 2019 | Q1 2023 | 14 |
VIS | VANGUARD WORLD FDS | 12 | 1 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 14 |
TXG | 10X GENOMICS INC | 13 | 13 | 1.86% | 6.85% | 11.65% | Q1 2020 | Q1 2023 | 13 |
CAT | CATERPILLAR INC DEL | 13 | 13 | 0.13% | 0.16% | 0.19% | Q1 2020 | Q1 2023 | 13 |
HSY | HERSHEY CO | 11 | 2 | 0.09% | 0.11% | 0.16% | Q3 2019 | Q1 2023 | 13 |
SCHE | SCHWAB STRATEGIC TR | 12 | 12 | 1.02% | 1.92% | 3.10% | Q4 2016 | Q3 2019 | 12 |
SCHH | SCHWAB STRATEGIC TR | 8 | 4 | 0.42% | 0.92% | 1.63% | Q4 2014 | Q4 2018 | 12 |
VEU | VANGUARD INTL EQUITY I... | 8 | 4 | 0.12% | 0.65% | 1.32% | Q3 2015 | Q4 2018 | 12 |
TIP | ISHARES TR | 10 | 2 | 0.17% | 0.30% | 0.42% | Q4 2014 | Q4 2017 | 12 |
VEA | VANGUARD TAX MANAGED I... | 11 | 1 | 0.11% | 0.29% | 0.44% | Q4 2014 | Q1 2018 | 12 |
RTX | RAYTHEON TECHNOLOGIES ... | 12 | 12 | 0.17% | 0.20% | 0.26% | Q2 2020 | Q1 2023 | 12 |
IEI | ISHARES TR | 12 | 12 | 0.10% | 0.15% | 0.25% | Q3 2019 | Q2 2022 | 12 |
AMT | AMERICAN TOWER CORP NEW | 12 | 12 | 0.10% | 0.15% | 0.23% | Q2 2020 | Q1 2023 | 12 |
BMY | BRISTOL-MYERS SQUIBB CO | 7 | 5 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q1 2023 | 12 |
TURN | 180 DEGREE CAP CORP | 11 | 11 | 0.88% | 1.34% | 1.96% | Q1 2021 | Q3 2023 | 11 |
TFI | SPDR SER TR | 11 | 11 | 0.10% | 0.67% | 0.94% | Q4 2016 | Q2 2019 | 11 |
TSLA | TESLA INC | 11 | 11 | 0.14% | 0.28% | 0.43% | Q3 2020 | Q1 2023 | 11 |
IUSG | ISHARES TR | 11 | 11 | 0.19% | 0.26% | 0.42% | Q1 2017 | Q3 2019 | 11 |
VB | VANGUARD INDEX FDS | 10 | 1 | 0.16% | 0.23% | 0.32% | Q4 2014 | Q4 2017 | 11 |
DXC | DXC TECHNOLOGY CO | 9 | 1 | 0.08% | 0.21% | 0.31% | Q2 2017 | Q2 2021 | 11 |
SPGI | S&P GLOBAL INC | 11 | 11 | 0.09% | 0.17% | 0.31% | Q4 2020 | Q2 2023 | 11 |
NVDA | NVIDIA CORPORATION | 11 | 11 | 0.09% | 0.17% | 0.29% | Q3 2020 | Q1 2023 | 11 |
RTN | RAYTHEON CO | 11 | 11 | 0.12% | 0.15% | 0.18% | Q2 2017 | Q4 2019 | 11 |
CMCSA | COMCAST CORP NEW | 8 | 1 | 0.08% | 0.14% | 0.18% | Q2 2015 | Q4 2021 | 11 |
RPG | RYDEX ETF TRUST | 10 | 10 | 4.98% | 6.87% | 9.38% | Q4 2015 | Q1 2018 | 10 |
RPG | INVESCO EXCHANGE TRADE... | 7 | 3 | 0.07% | 3.42% | 6.32% | Q2 2018 | Q1 2022 | 10 |
HA | HAWAIIAN HOLDINGS INC | 10 | 10 | 0.80% | 1.15% | 1.62% | Q1 2017 | Q2 2019 | 10 |
VGIT | VANGUARD SCOTTSDALE FDS | 10 | 10 | 0.39% | 0.59% | 0.85% | Q4 2014 | Q1 2017 | 10 |
SHM | SPDR SER TR | 10 | 10 | 0.42% | 0.56% | 0.68% | Q4 2016 | Q1 2019 | 10 |
HPQ | HP INC | 10 | 10 | 0.12% | 0.51% | 0.87% | Q4 2015 | Q1 2018 | 10 |
GOVT | ISHARES TR | 10 | 10 | 0.18% | 0.37% | 0.80% | Q4 2014 | Q1 2017 | 10 |
FNDE | SCHWAB STRATEGIC TR | 9 | 1 | 0.18% | 0.25% | 0.34% | Q4 2014 | Q3 2018 | 10 |
PERY | ELLIS PERRY INTL INC | 10 | 10 | 0.15% | 0.20% | 0.29% | Q2 2016 | Q3 2018 | 10 |
ISRG | INTUITIVE SURGICAL INC | 10 | 10 | 0.12% | 0.19% | 0.23% | Q4 2020 | Q1 2023 | 10 |
TMO | THERMO FISHER SCIENTIF... | 10 | 10 | 0.11% | 0.18% | 0.22% | Q4 2020 | Q1 2023 | 10 |
QCOM | QUALCOMM INC | 10 | 10 | 0.10% | 0.16% | 0.24% | Q4 2020 | Q1 2023 | 10 |
ABBV | ABBVIE INC | 10 | 10 | 0.09% | 0.15% | 0.25% | Q4 2020 | Q1 2023 | 10 |
TECH | BIO-TECHNE CORP | 10 | 10 | 0.09% | 0.15% | 0.19% | Q4 2020 | Q1 2023 | 10 |
VMC | VULCAN MATLS CO | 10 | 10 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q1 2023 | 10 |
ANSS | ANSYS INC | 10 | 10 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q1 2023 | 10 |
INTC | INTEL CORP | 10 | 10 | 0.09% | 0.14% | 0.18% | Q4 2019 | Q1 2022 | 10 |
ILMN | ILLUMINA INC | 10 | 10 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q1 2023 | 10 |
OMC | OMNICOM GROUP INC | 5 | 1 | 0.08% | 0.10% | 0.15% | Q2 2018 | Q4 2022 | 10 |
WDAY | WORKDAY INC | 7 | 1 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q1 2023 | 10 |
IBM | INTERNATIONAL BUSINESS... | 8 | 2 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q4 2022 | 10 |
TINY | HARRIS & HARRIS GROUP INC | 9 | 9 | 1.07% | 2.41% | 4.04% | Q4 2014 | Q4 2016 | 9 |
ENV | ENVESTNET INC | 9 | 9 | 1.39% | 1.72% | 2.10% | Q2 2017 | Q2 2019 | 9 |
RWX | SPDR INDEX SHS FDS | 9 | 9 | 0.54% | 0.81% | 0.95% | Q4 2016 | Q4 2018 | 9 |
EWX | SPDR INDEX SHS FDS | 8 | 1 | 0.17% | 0.22% | 0.25% | Q4 2014 | Q3 2018 | 9 |
TDG | TRANSDIGM GROUP INC | 9 | 9 | 0.09% | 0.16% | 0.23% | Q1 2021 | Q1 2023 | 9 |
HEIA | HEICO CORP NEW | 9 | 9 | 0.09% | 0.16% | 0.22% | Q1 2021 | Q1 2023 | 9 |
BA | BOEING CO | 9 | 9 | 0.11% | 0.15% | 0.18% | Q4 2017 | Q4 2019 | 9 |
CBRE | CBRE GROUP INC | 9 | 9 | 0.09% | 0.15% | 0.18% | Q1 2021 | Q1 2023 | 9 |
DVY | ISHARES TR | 5 | 4 | 0.12% | 0.14% | 0.18% | Q1 2019 | Q3 2023 | 9 |
WCN | WASTE CONNECTIONS INC | 9 | 9 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q1 2023 | 9 |
ECL | ECOLAB INC | 9 | 9 | 0.09% | 0.12% | 0.15% | Q1 2021 | Q1 2023 | 9 |
TROW | PRICE T ROWE GROUP INC | 8 | 1 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q1 2022 | 9 |
IEMG | ISHARES INC | 3 | 1 | 0.08% | 0.11% | 0.14% | Q1 2018 | Q4 2021 | 9 |
TFX | TELEFLEX INCORPORATED | 9 | 9 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q4 2022 | 9 |
KMX | CARMAX INC | 9 | 9 | 0.07% | 0.10% | 0.17% | Q1 2021 | Q1 2023 | 9 |
DRRX | DURECT CORP | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 9 |
TENB | TENABLE HLDGS INC | 8 | 8 | 0.13% | 0.22% | 0.35% | Q1 2019 | Q4 2020 | 8 |
UTX | UNITED TECHNOLOGIES CORP | 8 | 8 | 0.14% | 0.18% | 0.31% | Q2 2018 | Q1 2020 | 8 |
SCHW | SCHWAB CHARLES CORP | 5 | 3 | 0.08% | 0.17% | 0.38% | Q1 2021 | Q1 2023 | 8 |
FNDC | SCHWAB STRATEGIC TR | 7 | 1 | 0.13% | 0.17% | 0.22% | Q4 2014 | Q3 2018 | 8 |
CABO | CABLE ONE INC | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 8 |
DG | DOLLAR GEN CORP NEW | 8 | 8 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q1 2023 | 8 |
ITRI | ITRON INC | 7 | 7 | 1.85% | 2.34% | 2.84% | Q4 2014 | Q2 2016 | 7 |
MOD | MODINE MFG CO | 7 | 7 | 1.19% | 1.47% | 1.91% | Q1 2018 | Q3 2019 | 7 |
IJR | ISHARES TR | 4 | 1 | 0.13% | 0.14% | 0.16% | Q1 2017 | Q4 2022 | 7 |
MKL | MARKEL CORP | 7 | 7 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 7 |
PYPL | PAYPAL HLDGS INC | 7 | 7 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q4 2021 | 7 |
RPRX | ROYALTY PHARMA PLC | 6 | 1 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q1 2023 | 7 |
EGY | VAALCO ENERGY INC | 7 | 7 | 0.06% | 0.11% | 0.19% | Q3 2021 | Q1 2023 | 7 |
CSGP | COSTAR GROUP INC | 7 | 7 | 0.09% | 0.10% | 0.15% | Q3 2021 | Q1 2023 | 7 |
AES | AES CORP | 7 | 7 | 0.07% | 0.09% | 0.13% | Q3 2016 | Q1 2018 | 7 |
AMLP | ALPS ETF TR | 7 | 7 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q2 2019 | 7 |
BRC | BRADY CORP | 6 | 6 | 1.38% | 2.84% | 3.97% | Q4 2014 | Q1 2016 | 6 |
ICLN | ISHARES TR | 6 | 6 | 2.04% | 2.69% | 3.62% | Q4 2014 | Q1 2016 | 6 |
STS | SUPREME INDS INC | 6 | 6 | 0.27% | 0.50% | 0.76% | Q1 2016 | Q2 2017 | 6 |
VRSK | VERISK ANALYTICS INC | 5 | 1 | 0.08% | 0.11% | 0.12% | Q3 2021 | Q1 2023 | 6 |
BL | BLACKLINE INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2022 | 6 |
VTIP | VANGUARD MALVERN FDS | 5 | 5 | 5.97% | 6.99% | 7.85% | Q3 2022 | Q3 2023 | 5 |
SPTM | SPDR SERIES TRUST | 5 | 5 | 0.44% | 0.65% | 0.89% | Q1 2018 | Q1 2019 | 5 |
VWO | VANGUARD INTL EQUITY I... | 5 | 5 | 0.22% | 0.41% | 0.52% | Q4 2016 | Q4 2017 | 5 |
SPAB | SPDR SERIES TRUST | 5 | 5 | 0.30% | 0.35% | 0.40% | Q1 2018 | Q1 2019 | 5 |
SPTS | SPDR SER TR | 5 | 5 | 0.26% | 0.32% | 0.36% | Q1 2018 | Q1 2019 | 5 |
SPIP | SPDR SERIES TRUST | 5 | 5 | 0.23% | 0.29% | 0.32% | Q1 2018 | Q1 2019 | 5 |
SPSM | SPDR SER TR | 5 | 5 | 0.23% | 0.27% | 0.33% | Q1 2018 | Q1 2019 | 5 |
CBRL | CRACKER BARREL OLD CTR... | 5 | 5 | 0.13% | 0.22% | 0.30% | Q2 2018 | Q2 2019 | 5 |
HYMB | SPDR SERIES TRUST | 5 | 5 | 0.18% | 0.20% | 0.23% | Q1 2018 | Q1 2019 | 5 |
DUK | DUKE ENERGY CORP NEW | 3 | 2 | 0.11% | 0.15% | 0.23% | Q4 2014 | Q4 2017 | 5 |
AXSM | AXSOME THERAPEUTICS INC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q1 2022 | Q1 2023 | 5 |
VEEV | VEEVA SYS INC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q1 2023 | 5 |
MCO | MOODYS CORP | 3 | 1 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q1 2023 | 5 |
CNDT | CONDUENT INC | 4 | 1 | 0.04% | 0.10% | 0.14% | Q4 2017 | Q2 2019 | 5 |
DIS | DISNEY WALT CO | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
ACWX | ISHARES TR | 5 | 5 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q1 2022 | 5 |
PFLT | PENNANTPARK FLOATING R... | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q1 2019 | 5 |
YEXT | YEXT INC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 5 |
GINKGO BIOWORKS HOLDIN... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 | |
HAP | MARKET VECTORS ETF TR | 4 | 4 | 2.13% | 2.43% | 2.76% | Q4 2014 | Q3 2015 | 4 |
HPQ | HEWLETT PACKARD CO | 4 | 4 | 2.19% | 2.28% | 2.39% | Q4 2014 | Q3 2015 | 4 |
CPB | CAMPBELL SOUP CO | 4 | 4 | 0.19% | 1.59% | 2.27% | Q4 2014 | Q3 2015 | 4 |
FNDF | SCHWAB STRATEGIC TR | 4 | 4 | 0.43% | 0.57% | 0.85% | Q4 2014 | Q3 2015 | 4 |
MUB | ISHARES TR | 4 | 4 | 0.34% | 0.47% | 0.57% | Q4 2014 | Q3 2015 | 4 |
SLYV | SPDR SERIES TRUST | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2014 | Q3 2015 | 4 |
BRKA | BERKSHIRE HATHAWAY INC... | 2 | 1 | 0.15% | 0.17% | 0.18% | Q1 2015 | Q4 2016 | 4 |
NSC | NORFOLK SOUTHERN CORP | 3 | 1 | 0.11% | 0.12% | 0.15% | Q4 2017 | Q4 2018 | 4 |
GWRE | GUIDEWIRE SOFTWARE INC | 4 | 4 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q1 2023 | 4 |
DFS | DISCOVER FINL SVCS | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2017 | Q3 2018 | 4 |
FDX | FEDEX CORP | 3 | 1 | 0.09% | 0.11% | 0.14% | Q1 2016 | Q2 2019 | 4 |
BKI | BLACK KNIGHT INC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q4 2021 | 4 |
SBAC | SBA COMMUNICATIONS COR... | 4 | 4 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
NFLX | NETFLIX INC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 4 |
DLA | DELTA APPAREL INC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q1 2022 | 4 |
NMY | NUVEEN MARYLAND QLT MU... | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
LLNW | LIMELIGHT NETWORKS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
TERAWULF INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 | |
DEW | WISDOMTREE TR | 3 | 3 | 6.49% | 9.38% | 11.50% | Q4 2014 | Q2 2015 | 3 |
RYF | INVESCO EXCHANGE TRADE... | 3 | 3 | 4.29% | 7.17% | 8.85% | Q2 2021 | Q4 2021 | 3 |
SHM | SPDR SERIES TRUST | 3 | 3 | 4.70% | 5.15% | 5.80% | Q1 2015 | Q3 2015 | 3 |
SPTL | SPDR SER TR | 3 | 3 | 2.84% | 3.73% | 4.20% | Q2 2020 | Q4 2020 | 3 |
ATI | ALLEGHENY TECHNOLOGIES... | 3 | 3 | 3.00% | 3.18% | 3.43% | Q4 2014 | Q2 2015 | 3 |
GLW | CORNING INC | 3 | 3 | 1.24% | 2.01% | 2.58% | Q3 2015 | Q1 2016 | 3 |
BTU | PEABODY ENERGY CORP | 3 | 3 | 0.93% | 1.87% | 2.46% | Q4 2014 | Q2 2015 | 3 |
SHY | ISHARES TR | 2 | 1 | 0.24% | 0.36% | 0.47% | Q4 2016 | Q4 2017 | 3 |
SPEM | SPDR INDEX SHS FDS | 3 | 3 | 0.16% | 0.28% | 0.37% | Q1 2018 | Q3 2018 | 3 |
DIGITALBRIDGE GROUP INC | 2 | 1 | 0.23% | 0.24% | 0.28% | Q2 2022 | Q1 2023 | 3 | |
LENDINGTREE INC | 2 | 1 | 0.14% | 0.15% | 0.17% | Q2 2022 | Q1 2023 | 3 | |
MFGP | MICRO FOCUS INTERNATIO... | 3 | 3 | 0.08% | 0.15% | 0.18% | Q3 2017 | Q1 2018 | 3 |
RCEL | AVITA THERAPEUTICS INC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q4 2020 | 3 |
IDXX | IDEXX LABS INC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 3 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2023 | 3 |
OKTA | OKTA INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
TGT | TARGET CORP | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
LIN | LINDE PLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 3 |
DIMENSIONAL ETF TRUST | 2 | 2 | 11.09% | 11.23% | 11.37% | Q2 2023 | Q3 2023 | 2 | |
FPXI | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.12% | 1.87% | 3.62% | Q1 2022 | Q2 2022 | 2 |
FRT | FEDERAL REALTY INVT TR | 2 | 2 | 0.46% | 0.55% | 0.64% | Q4 2014 | Q1 2015 | 2 |
EA | ELECTRONIC ARTS INC | 2 | 2 | 0.22% | 0.26% | 0.30% | Q3 2018 | Q4 2018 | 2 |
GPT | GRAMERCY PPTY TR | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2016 | Q3 2016 | 2 |
UA | UNDER ARMOUR INC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2016 | Q3 2016 | 2 |
DBC | POWERSHARES DB CMDTY I... | 1 | 1 | 0.16% | 0.16% | 0.17% | Q4 2014 | Q3 2015 | 2 |
AIA | ISHARES TR | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q1 2020 | 2 |
FDRR | FIDELITY | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q3 2018 | 2 |
IGV | ISHARES TR | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
CODX | CO-DIAGNOSTICS INC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q2 2020 | 2 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q2 2019 | 2 |
D | DOMINION ENERGY INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
AMC | AMC ENTMT HLDGS INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q4 2017 | 2 |
LLY | LILLY ELI & CO | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
GLD | SPDR GOLD TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
XLK | SELECT SECTOR SPDR TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
CONSTELLATION ENERGY CORP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 | |
AME | AMETEK INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2023 | 2 |
MLPX | GLOBAL X FDS | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
SPAR | SPARTAN MTRS INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q2 2016 | 2 |
QTM | QUANTUM CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
FLGC | FLORA GROWTH CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
YUMA | YUMA ENERGY INC NEW | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
MFDX | PIMCO EQUITY SER | 1 | 1 | 10.36% | 10.36% | 10.36% | Q3 2023 | Q3 2023 | 1 |
SHM | SPDR SERIES TRUST | 1 | 1 | 6.65% | 6.65% | 6.65% | Q4 2014 | Q4 2014 | 1 |
NULG | NUSHARES ETF TR | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2022 | Q4 2022 | 1 |
ONEQ | FIDELITY COMWLTH TR | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2022 | Q4 2022 | 1 |
IYY | ISHARES TR | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2022 | Q4 2022 | 1 |
SJNK | SPDR SER TR | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q4 2022 | 1 |
TOTL | SSGA ACTIVE ETF TR | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
CEMB | ISHARES INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
VBK | VANGUARD INDEX FDS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
OLBK | OLD LINE BANCSHARES INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
IUSB | ISHARES TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
RCEL | AVITA MEDICAL LTD | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
PPL | PPL CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
BMS | BEMIS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
PFE | PFIZER INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
SIX | SIX FLAGS ENTMT CORP NEW | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
GPT | GRAMERCY PPTY TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
IWP | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
BNDW | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
SCCO | SOUTHERN COPPER CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
PPG | PPG INDS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
EEMA | ISHARES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
SITE | SITEONE LANDSCAPE SUPP... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 | |
PDBC | POWERSHARES ACT MANG C... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
MPWR | MONOLITHIC PWR SYS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ODFL | OLD DOMINION FREIGHT L... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
LINDE PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 | |
WSC | WILLSCOT MOBIL MINI HL... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
WST | WEST PHARMACEUTICAL SV... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
NYRT | NEW YORK REIT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
ONCY | ONCOLYTICS BIOTECH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of FINANCIAL CONSULATE, INC.
The conviction is calculated by counting the number of quarters a security has been reported by FINANCIAL CONSULATE, INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that FINANCIAL CONSULATE, INC owns currently or has owned in the past.